See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,911 | $106,028-49.2% | $146,958-63.3% | $77,643-30.6% |
| Participation rate | 77.7% | 78.4%-0.6pp | 82.2%-4.4pp | 70.6%+7.2pp |
| Annual return | 18.38% | 56.73%-38.4pp | 418.34%-400.0pp | 31.24%-12.9pp |
| Employer contribution / active EE | $4,585 | $4,063+12.9% | $4,933-7.0% | $2,726+68.2% |
| Participant deferral / active EE | $7,937 | $7,990-0.7% | $8,070-1.7% | $4,647+70.8% |
| Admin fee / account holder | $26 | $337-92.3% | $12,998-99.8% | $430-94.0% |